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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,462 | $209,336-2.3% | $197,124+3.7% | $137,256+49.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.99% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,038 | $6,591+22.0% | $6,227+29.1% | $4,156+93.4% |
| Participant deferral / active EE | $6,049 | $9,614-37.1% | $9,135-33.8% | $6,407-5.6% |
| Admin fee / account holder | $7,142 | $17,308-58.7% | $16,298-56.2% | $12,270-41.8% |